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Unlock the world of private investments for way more people. Help us deliver smarter investments and better relationships.

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Our values

01
Invest in authentic
partnerships

People are our most valuable investment. We understand how critical long-term relationships with our clients and colleagues are to our success. To make that possible, we insist on genuine communication, thoughtful collaboration, and inclusive thought externally and internally.

02
Act like
an owner
We trust and empower our teammates to work autonomously. We take pride in our work and we hold ourselves to high standards, knowing that our individual contributions are critical to our collective successes as an organization.
03
See problems as
opportunities
We are a company of builders, makers, and innovative thinkers. We thrive when faced with ambiguity and always seek creative ways to pave a path forward. We champion collaboration and creative thought to solve complex problems and find scalable solutions.
04
Work smart and
move fast
We are intelligent and scrappy with a bias for action. We push ourselves and each other to use our craft to explore, test, and validate ideas early and often. We discover innovative solutions and then act on them quickly. We don’t let the pursuit of perfection get in the way of progress.
05
Be compassionately
candid
We deeply value transparency, honesty, and direct, actionable feedback. We invest in building trust and respect amongst our colleagues so that we can communicate in a productive way. We always assume positive intent and deliver and receive feedback with respect and clarity.

Invest in authentic
partnerships

People are our most valuable investment. We understand how critical long-term relationships with our clients and colleagues are to our success. To make that possible, we insist on genuine communication, thoughtful collaboration, and inclusive thought externally and internally.

Invest

Act like
an owner

We trust and empower our teammates to work autonomously. We take pride in our work and we hold ourselves to high standards, knowing that our individual contributions are critical to our collective successes as an organization.
Owner

See problems as
opportunities

We are a company of builders, makers, and innovative thinkers. We thrive when faced with ambiguity and always seek creative ways to pave a path forward. We champion collaboration and creative thought to solve complex problems and find scalable solutions.
Opportunities

Work smart and
move fast

We are intelligent and scrappy with a bias for action. We push ourselves and each other to use our craft to explore, test, and validate ideas early and often. We discover innovative solutions and then act on them quickly. We don’t let the pursuit of perfection get in the way of progress.
Value-04

Be compassionately
candid

We deeply value transparency, honesty, and direct, actionable feedback. We invest in building trust and respect amongst our colleagues so that we can communicate in a productive way. We always assume positive intent and deliver and receive feedback with respect and clarity.
Video

What it’s like to work at Opto

We prioritize our people and do everything to make it a fun and healthy place to work!

Collaborate
“It's great to work with a variety of people with diverse skillsets and experiences coupled with an amazing culture of inclusivity and ingenuity.”
nanny-u

Manny Uwakwe

Investment Analyst
passion
“We are always questioning everything and looking for ways to improve our offerings.”
JGA-quote

Jinane Gedeon-Achi

Client Investment Strategist
Communicate
“We have a lot of non-traditional backgrounds in our technology organization. We really do embrace the diversity of ideas and approaches here.”
PK-quote-1

Paul Pereyda Karayan

Engineering Manager
Target
“We always take a humanistic approach to dealing with hard problems and empower folks to be their authentic selves.”
erika-jesse

Erika Jesse

People Ops Specialist

We succeed from anywhere

remote-first-culture

Remote-first culture

Our flexible approach means you choose where you work: at home, in one of our offices, or somewhere else. We offer an open travel policy that keeps teams in sync and encourages in-person collaboration.

Wherever you are, we'll provide the digital-first tools and experiences to be together – even when we're apart. And with our home office reimbursement benefits, we make sure you're set up for success.

 

  • Work From Home Stipend
    A one-time reimbursement to help you set up everything you need for your remote office.
  • Open Travel Policy
    Travel anywhere to collaborate with our team in person.
  • Professional Development Reimbursements
    Annual reimbursements for books and education to help you grow from anywhere.

Offices on both coasts

Although we’re fully remote, our employees can utilize both of our spaces – fully equipped to make working in-office as easy as possible.
Pier5-01 Pier5-02 Pier5-03

San
Francisco

&

335Madison-01 335Madison-02 335Madison-03

New
York City

Perks as good as the work

Health-Insurance

Health insurance

We are proud to cover 100% of the premium for you and your dependents' medical, dental, and vision insurance.
Unlimited PTO

Unlimited PTO

Solving hard problems is hard work. We want to make sure that you take the time you need to recharge.
401k-Fund

401k Fund

Invest in your future. We offer every full-time employee a 401k account, with more investment perks coming soon.
Fitness-Stipend

Fitness stipend

A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health.
Commuter Benefits

Commuter benefits

Reimbursement for public transportation and parking to keep office travel simple.
Parental-Leave

Parental leave

Generous paid leave gives parents the time and space they need to be there to support their family as it grows.
Equal-sm

A place where all are welcome

We firmly believe in the power of celebrating our unique, individual differences. It’s how we plan to better achieve our business goals – and have more fun!

Employees and applicants are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy or maternity, national origin, age, sensory, mental, or physical disability, or any other characteristic.

This equal employment opportunity policy governs all aspects of hiring and employment. Our business is global, our mindset is inclusive, and we are proud to have people with such diverse backgrounds and perspectives working together.

We are building the best team possible, and that means going out of our way to ensure we do not allow any bias to hinder amazing people like you!

Quality time together

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Come work with us

Meet our team

Investment

A wealth of expertise across Advisory Services, Fund Operations, Legal, and Investment Management.
Jake-GreenSQ-Min
Jake Miller
Co-Founder, Advisory Services
Kamal-GreenSQ-Min
Kamal Jafarnia
Co-Founder, General Counsel
mark-machin
Mark Machin
Co-Founder, CEO
Jonathan-GreenSQ-Min
Johnathan Bi
Special Projects
MattM-GreenSQ-Min
Matt Malone
Head of Investment Management
Sean-GreenSQ-Min
Sean Mulcahy
Head of Investment Operations
Nick-GreenSQ-Min
Nick Downer
Co-Head of Advisory Services
Allen-GreenSQ-Min
Alan Trice
Co-Head of Advisory Services
Zo-GreenSQ (1)
Zo Chatoor
Investment Operations Associate
Bryan-GreenSQ-Min
Bryan Pham
Investment Analyst
alexis-rieger
Alexis Rieger
Associate General Counsel
Jinane-GreenSQ-Min
Jinane Gedeon Achi
Client Investment Strategist
david-kaul
David Kaul
Investment Product Specialist
Priscilla-Green-V3-sm
Priscilla Wu
Accounting & Finance Lead
Manny-GreenSQ-Min
Manny Uwakwe
Investment Analyst
Nohl_green_v1
Nohl Patterson
Advisory Services Analyst
NickG_green_v1
Nick Gerace
Relationship Manager
McKenzie_green_v1
McKenzie Brill
Executive Business Partner
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Technology

A world-class Engineering and Product team, building the best investment platform on the market.
Patrick-GreenSQ-Min
Patrick Weiss
Co-Founder, Head of Product
MattR-GreenSQ-Min
Matt Reed
Co-Founder, Head of Engineering
Ben-GreenSQ-Min
Ben Katz
Product Designer
Tanner-GreenSQ-Min
Tanner Hess-Weber
Software Engineer
Meredith-GreenSQ-Min
Meredith Latasa
Software Engineer
Nina-GreenSQ-Min
Nina Behrle
Video Editor
headshot
Robbie Ong
Engineering Manager
Alec-GreenSQ-Min
Alec Wang
Software Engineer
Calvin-GreenSQ-Min
Calvin Witt
Software Engineer
Simon-GreenSQ-Min
Simon Swanson
Software Engineer
PK-GreenSQ-Min
Paul Karayan
Engineering Manager
Eytan-GreenSQ-Min
Eytan Schindelhaim
Product Manager
Jack_Green_V3
Jack Lynch
Software Engineer
Sadhvi-GreenSQ-Min
Sadhvi Sharma
Product Designer
Colton_Green_V2 copy
Colton Evans
Software Engineer
Eduardo-GreenSQ-Min
Eduardo Sebastiao
Product Manager
erikaS
Erika Scoby
Product Manager
Mike_green_v1
Mike Phillips
Software Engineer
Mir_Green_V1
Mir Ali
Software Engineer
Richard_green_v2-1
Richard Wells
Head of Content
Burk_green_v2
Burke Green
Software Engineer
Mary_green_v1
Mary Fayan
Software Engineer
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Company Operations

Crafting a first-class employee experience for everyone at Opto through HR, Talent, and Finance.
Ryan-GreenSQ-Min
Ryan VanGorder
Chief Financial Officer
Emily-GreenSQ-Min
Emily Ng
Technical Editor
Leila_green_v1
Leila Trimble
Head of Talent
Erika-GreenSQ-Min
Erika Jesse
People Ops Specialist

Get in touch

We currently have a waitlist, but tell us about your practice and a member of our advisory services team will be in touch shortly. 
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